SFS

Sowell Financial Services Portfolio holdings

AUM $2.61B
1-Year Est. Return 21.25%
This Quarter Est. Return
1 Year Est. Return
+21.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.87B
AUM Growth
+$532M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,464
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$12.6M
3
+$11M
4
FLO icon
Flowers Foods
FLO
+$10.3M
5
QID icon
ProShares UltraShort QQQ
QID
+$9.06M

Top Sells

1
+$8.45M
2
+$8.09M
3
+$6.98M
4
QLD icon
ProShares Ultra QQQ
QLD
+$6.67M
5
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$5.98M

Sector Composition

1 Technology 8.27%
2 Financials 6.3%
3 Consumer Staples 5.8%
4 Healthcare 4.8%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$44K ﹤0.01%
4,285
-1
1702
$44K ﹤0.01%
174
+18
1703
$44K ﹤0.01%
230
1704
$44K ﹤0.01%
223
+191
1705
$44K ﹤0.01%
1,045
+464
1706
$44K ﹤0.01%
866
+826
1707
$44K ﹤0.01%
493
-84
1708
$44K ﹤0.01%
250
+126
1709
$44K ﹤0.01%
635
+385
1710
$44K ﹤0.01%
558
+366
1711
$44K ﹤0.01%
14
+7
1712
$44K ﹤0.01%
333
+118
1713
$43K ﹤0.01%
2,493
1714
$43K ﹤0.01%
+246
1715
$43K ﹤0.01%
631
-320
1716
$43K ﹤0.01%
514
-359
1717
$43K ﹤0.01%
+278
1718
$42K ﹤0.01%
1,619
+969
1719
$42K ﹤0.01%
+3,372
1720
$42K ﹤0.01%
1,488
-206
1721
$42K ﹤0.01%
+5,360
1722
$42K ﹤0.01%
1,204
-1,333
1723
$42K ﹤0.01%
922
-359
1724
$42K ﹤0.01%
2,408
+270
1725
$42K ﹤0.01%
318
+317
67 68
69
70 71